Tuesday tip: Note to self…

Take NoteDuring the course of the day we often have a need to jot down a quick note in a database. Maybe it’s details on a customer inquiry, the idea for your next great invention, or a reminder to get milk on the way home (and yes, you can put little things like this in DEVONthink too, if you’d like).

Select Tools > Take Note and a window will appear for you to add a note in one of four formats: Plain Text, Rich Text, Formatted Note, or Markdown. When using rich text or formatted note, you can even drop images into the content section. Select where the note will be saved. This choice will be remembered, making it easy for even quicker note taking to common locations. Add some tags on-the-fly. The window will remain above other windows and appear in all spaces. Lastly, if you enter a note and close the window without clicking the Save button, your note will remain intact when you open it again.

To make things even more convenient, set a hotkey in DEVONthink’s Preferences > Sorter so you can start a note from wherever you are. However, you don’t need the Sorter to be open to take a note. If it is open, it will switch to take a note and switch back when you’ve saved the note.

4 Responses to “Tuesday tip: Note to self…”

  1. darwin says:

    Is ist possible to call a “new note” by a shortcut, although I am in a different app e.g. Mail or Safari

  2. jneumann says:

    Yes, you can when using the shortcut key you specify. Do note that if DEVONthink is closed but the Sorter is open, you can still add a note.

  3. Rachael says:

    Can you add notes to imported PDFs? (Similar to the Mekentosj Papers program?) I would hope there would be a basic function that facilitates commenting on PDFs; for now I’ve just been creating linked notes, but that is clunky and inefficient. I hope there’s a better solution!

  4. jneumann says:

    Yes, it is possible. The easiest way is to double-click the PDF to open it in its own window. Annotation Tools will be visible in the Toolbar.
    (Note: There is an issue with the Note Tool not working. This will be fixed in the next maintenance release.)